Invest In U a Case Study of Invest in U: The University of Utah's Income Share Agreement Program

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Description

In 2019, the University of Utah launched an Income Share Agreement (ISA) program, Invest in U, making the University one of the first public universities in the nation to launch an ISA. An ISA is a financial instrument that provides a student with fi ancing for education in exchange for a percentage of the student’s future income for a defi ed period of time. The purpose of this research-based case study was to describe and document the University’s experience developing and implementing Invest in U, to understand how students view ISAs, and to report the outcomes of the first cohorts of ISA participants. The case study drew from a mixed methods study that included interviews with multiple University leaders and staff, ata on student participation and outcomes from institutional research, and data on student perceptions from survey data. The University of Utah suspended the Invest in U in 2022, after this case study was written, but the authors believe this case study still has relevance and utility for the University of Utah and other institutions seeking to develop and implement an ISA.